DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 390 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $34,156 | +11.3% | 659 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $30,676 | -26.8% | 659 | -24.3% | 0.01% | -28.6% |
| Q2 2023 | $41,899 | +8.4% | 870 | 0.0% | 0.01% | -30.0% |
| Q1 2023 | $38,654 | -73.2% | 870 | -74.9% | 0.01% | -82.1% |
| Q4 2022 | $144,054 | +7.5% | 3,462 | 0.0% | 0.06% | -8.2% |
| Q3 2022 | $134,000 | -5.0% | 3,462 | 0.0% | 0.06% | -6.2% |
| Q2 2022 | $141,000 | – | 3,462 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colony Family Offices, LLC | 1,064,709 | $50,174,000 | 30.63% |
| Plancorp, LLC | 5,960,821 | $280,902,000 | 22.04% |
| McLean Asset Management Corp | 812,393 | $38,362,000 | 17.11% |
| TCI Wealth Advisors, Inc. | 2,094,818 | $98,718,000 | 16.69% |
| JFS WEALTH ADVISORS, LLC | 1,519,050 | $71,585,000 | 10.69% |
| Retirement Solution LLC | 453,503 | $21,371,000 | 10.20% |
| Relaxing Retirement Coach | 254,253 | $11,981,000 | 10.19% |
| Foster Group, Inc. | 1,357,424 | $63,968,000 | 7.36% |
| Hill Investment Group Partners, LLC | 180,709 | $8,515,850 | 7.04% |
| American Investment Services, Inc. | 612,776 | $28,877,000 | 6.65% |